Civic Intelligence

Achieving Independence and Mobility Center for Independent Living

990 • Fiscal year 2019 • EIN 36-3730790

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 23, 2019

3130 Finley Road No 500Downers Grove, IL 60515

(630) 469-2300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.11x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.04x

Higher debt load relative to revenue than 55% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

50th percentile

3.7%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

85th percentile

$92,066

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

53rd percentile

4.3%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$295,871

Up $12,312 (+4.3%) from 2018

Net Assets

Up

$263,138

Up $29,198 (+12%) from 2018

Liabilities

Down

$32,733

Down $16,886 (-34%) from 2018

Revenue

Up

$794,809

Up $104,578 (+15%) from 2018

Expenses

Up

$765,611

Up $92,813 (+14%) from 2018

Net Income

Up

$29,198

Up $11,765 (+67%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2012: $219,003Liabilities 2012: $41,951Net Assets 2012: $177,0522012Assets 2014: $275,024Liabilities 2014: $55,543Net Assets 2014: $219,4812014Assets 2015: $274,255Liabilities 2015: $51,456Net Assets 2015: $222,7992015Assets 2016: $255,411Liabilities 2016: $38,351Net Assets 2016: $217,0602016Assets 2017: $252,562Liabilities 2017: $36,055Net Assets 2017: $216,5072017Assets 2018: $283,559Liabilities 2018: $49,619Net Assets 2018: $233,9402018Assets 2019: $295,871Liabilities 2019: $32,733Net Assets 2019: $263,1382019Assets 2020: $425,439Liabilities 2020: $59,820Net Assets 2020: $365,6192020Assets 2021: $474,066Liabilities 2021: $40,297Net Assets 2021: $433,7692021Assets 2022: $485,782Liabilities 2022: $43,652Net Assets 2022: $442,1302022Assets 2023: $529,121Liabilities 2023: $47,529Net Assets 2023: $481,5922023Assets 2024: $600,137Liabilities 2024: $45,898Net Assets 2024: $554,2392024Assets 2025: $730,998Liabilities 2025: $51,039Net Assets 2025: $679,9592025

Highlighted filing

2019

Assets$295,871
Liabilities$32,733
Net Assets$263,138

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2012: $361,4202012Revenue 2014: $733,924Expenses 2014: $690,887Net Income 2014: $43,0372014Revenue 2015: $687,415Expenses 2015: $684,097Net Income 2015: $3,3182015Revenue 2016: $496,651Expenses 2016: $502,390Net Income 2016: -$5,7392016Revenue 2017: $499,929Expenses 2017: $500,482Net Income 2017: -$5532017Revenue 2018: $690,231Expenses 2018: $672,798Net Income 2018: $17,4332018Revenue 2019: $794,809Expenses 2019: $765,611Net Income 2019: $29,1982019Revenue 2020: $923,523Expenses 2020: $821,042Net Income 2020: $102,4812020Revenue 2021: $874,282Expenses 2021: $806,132Net Income 2021: $68,1502021Revenue 2022: $838,713Expenses 2022: $830,352Net Income 2022: $8,3612022Revenue 2023: $959,343Expenses 2023: $919,881Net Income 2023: $39,4622023Revenue 2024: $1,001,582Expenses 2024: $928,935Net Income 2024: $72,6472024Revenue 2025: $1,033,328Expenses 2025: $907,608Net Income 2025: $125,7202025

Highlighted filing

2019

Revenue$794,809
Expenses$765,611
Net Income$29,198
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 23, 2019
Return Version
2018v3.1
Gross Receipts
$800,718
Mission and Program Overview

Mission

Independent living services for persons with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$168,530$142,401▼ $26,129
Savings and Temporary Cash Investments$61,700$71,454▲ $9,754
Land, Buildings, and Equipment, Net$30,457$37,982▲ $7,525
Accounts Receivable$0$21,693▲ $21,693
Cash and Non-Interest-Bearing Accounts$10,632$9,980▼ $652
Prepaid Expenses and Deferred Charges$7,503$7,624▲ $121
Total Assets$283,559$295,871▲ $12,312
Other Assets Total$4,737$4,737→ $0
Liabilities
Accounts Payable and Accrued Expenses$36,902$22,647▼ $14,255
Other Liabilities$12,717$10,086▼ $2,631
Total Liabilities$49,619$32,733▼ $16,886
Net Assets / Fund Balance
Unrestricted Net Assets$233,940$263,138▲ $29,198
Total Net Assets Fund Balance$233,940$263,138▲ $29,198
Total Liabilities and Net Assets / Fund Balance$283,559$295,871▲ $12,312

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,739$183,516$202,255
Other Land Buildings$490$37,450$37,940
Leasehold Improvements$18,753-$18,753
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leigh Ann StephensExecutive DirectorFT$82,775$9,291$92,066

Board Members and Trustees

NameTitle
Bette Lawrence-waterPresident
Steve FlintVice President
Amie WeberBoard Member
Bob SmithBoard Member
Jeff GullangBoard Member
John LausasBoard Member
Paul StevensonBoard Member
Jacob WoodsSecretary
Stephen StonerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$734,478
Program Service Revenue
$53,955
Investment Income
$52
Other Revenue
$6,324
All Other Contributions
$3,146
Change in Net Assets
$29,198

Audited Revenue Reconciliation

Revenue per Audited Statements
$794,809
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,909
Total Revenue per Audited Statements
$800,718
Total Revenue per Form 990
$794,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$545,220
Other Expenses$185,799
Grants and Similar Amounts Paid$34,592
Total Fundraising Expense$4,927
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$330,300$5,931$2,601$338,832
Current Officers, Directors, Trustees, and Key Employees-$94,458-$94,458
Occupancy$75,497$10,649$1,055$87,201
Other Employee Benefits$73,831$5,347$644$79,822
Grants to Domestic Individuals$34,592--$34,592
Payroll Taxes$24,977$6,933$198$32,108
Fees for Services Other$4,083$26,498$13$30,594
Travel$12,830$404$33$13,267
Office Expenses$11,750$1,052$99$12,901
Depreciation Depletion-$11,228-$11,228
Insurance$5,155$715$71$5,941
Advertising$4,451$213$13$4,677
Other Expenses$515$0$0$515
Total Functional Expenses$594,837$165,847$4,927$765,611

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$771,520
Expenses per Audited Statements$765,611
Total Expenses per Form 990$765,611
Expenses Not Reported on Form 990$5,909
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,984
Fundraising Direct Expenses$5,909
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$10,086
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Board members review and vote on approval at board meeting

Form 990, Part VI, Section B, Line 12C

The organization reviews the conflict of interest policy annually with employees and requires employees to disclose all conflicts of interest with a signed statement.

Form 990, Part VI, Section B, Line 15

The board approves all compensation changes during monthly board meetings.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Achieving Independence and Mobility Cent
EIN
36-3730790
Phone
6304692300
Address
3130 FINLEY ROAD NO 500, DOWNERS GROVE, IL 60515

Signing Officer

Name
Leigh Ann Stephens
Title
Executive Direc
Phone
6304692300
Signed
2019-12-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bette Lawrence-water
Formed
1990
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
13
Volunteers
12

Preparer

Firm
Sikich Llp
Address
1415 W DIEHL RD SUITE 400, NAPERVILLE, IL 60563-2349
Preparer
Jill M Boyle CPA
Phone
6305668400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal and state income taxes under the internal revenue code section 501(c)(3), and similar provisions of the state income tax code as other than a private foundation.

Raw XML AppendixShowing 400 of 479 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PayrollTaxesGrp/TotalAmt032108
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0168530
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0142401
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07503
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07624
IRS990/PrincipalOfficerNm0BETTE LAWRENCE-WATER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt053955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt053955
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME SERVICES - PERSONAL ASSISTANT - PROVIDE REFERRAL SERVICES TO PERSONS WITH DISABILITIES WHO NEED ASSISTANCE IN PERSONAL CARE AND ACTIVITIES OF DAILY LIVING.HOME SERVICES - COMMUNITY REINTEGRATION - PROVIDE TRANSITION ASSISTANCE TO PERSONS WITH DISABILITIES THAT ARE BETWEEN THE AGES OF 18-59 AND RESIDE IN A NURSING FACILITY. THE PROGRAM ALSO ALLOWS PARTICIPANTS TO LOCATE AND SECURE AFFORDABLE, ACCESSIBLE HOUSING IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0182418
IRS990/ProgSrvcAccomActy2Grp/GrantAmt031318
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER SERVICES OFFERED TO PERSONS WITH DISABILITIES IN DUPAGE, KANE AND KENDALL COUNTIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt096750
IRS990/ProgSrvcAccomActy3Grp/GrantAmt03274
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0663572
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt016182
IRS990/PYInvestmentIncomeAmt046
IRS990/PYOtherExpensesAmt0204459
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt026613
IRS990/PYRevenuesLessExpensesAmt017433
IRS990/PYSalariesCompEmpBnftPaidAmt0452157
IRS990/PYTotalExpensesAmt0672798
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0690231
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt029198
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt053955
IRS990/SavingsAndTempCashInvstGrp/BOYAmt061700
IRS990/SavingsAndTempCashInvstGrp/EOYAmt071454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0734478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0663572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0482334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0484358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0654464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03019206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01694
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01887
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0137859
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06324
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03594
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09918
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99610
IRS990ScheduleA/PublicSupportPY170Pct00.99770
IRS990ScheduleA/PublicSupportTotal170Amt03019206
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0734478
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0663572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0482334
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0484358
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0654464
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03019206
IRS990ScheduleA/TotalSupportAmt03031011
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt018739
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0183516
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0202255
IRS990ScheduleD/ExpensesNotReportedAmt05909
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0765611
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt018753
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt018753
IRS990ScheduleD/OtherExpensesIncludedAmt05909
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0490
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt037450
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037940
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010086
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
IRS990ScheduleD/OtherRevenueAmt05909
IRS990ScheduleD/RevenueNotReportedAmt05909
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0794809
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3), AND SIMILAR PROVISIONS OF THE STATE INCOME TAX CODE AS OTHER THAN A PRIVATE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt037982
IRS990ScheduleD/TotalExpensesPerForm990Amt0765611
IRS990ScheduleD/TotalLiabilityAmt010086
IRS990ScheduleD/TotalRevenuePerForm990Amt0794809
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0800718
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0771520
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt034592
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SPECIFIC ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THERE ARE PROCEDURES AND INTERNAL CONTROLS PUT INTO PLACE TO ENSURE THE PROPER USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW AND VOTE ON APPROVAL AT BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY WITH EMPLOYEES AND REQUIRES EMPLOYEES TO DISCLOSE ALL CONFLICTS OF INTEREST WITH A SIGNED STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD APPROVES ALL COMPENSATION CHANGES DURING MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0283559
IRS990/TotalAssetsEOYAmt0295871
IRS990/TotalAssetsGrp/BOYAmt0283559
IRS990/TotalAssetsGrp/EOYAmt0295871

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